MAS - Deva & Associates PC - GS00F136CA

General Services Administration Federal Supply Service: Professional Services

Multiple Award Schedule (MAS)

AUTHORIZED FEDERAL SUPPLY

SCHEDULE PRICE LIST

Contract # GS-00F-136CA

FSC Group: Professional Services Contract Period: May 22, 2020 to May 21, 2025

Price List Current through Modification # PO-0005 effective May 22, 2020 For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.gov.

CONTRACTOR:

Deva & Associates, P.C.

1901 Research Boulevard, Suite 410 Rockville, MD 20850

Contract Administrator: Arun K. Deva Phone: (301) 610-5600

FAX: (301) 610-9910

e-mail: adeva@devagroup.com

Website: https://www.devagroup.com/

Business Size: Small Business

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system.

The INTERNET address for GSA Advantage! is: https://www.GSAAdvantage.gov mailto:adeva@devagroup.com https://www.devagroup.com/ https://www.gsaadvantage.gov/

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule General Services Administration | Federal Acquisition Service | Contract# GS-00F-136CA

Table of Contents

Customer Information _________________________________________________________ 1

Company Profile _____________________________________________________________ 3

Company Capabilities / SINS ___________________________________________________ 5

Federal Clients _______________________________________________________________ 9

Price List ___________________________________________________________________ 10

Labor Category Description____________________________________________________ 13

Service Contract Labor Standards ______________________________________________ 18

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 1

Customer Information

1a.

Awarded Special Item Number(s):

522310, 541211, 541219, 541611

522310 (RC), 541211 (RC), 541219

(RC), 541611 (RC) Order-Level Materials (OLM), OLM (RC)

1b. Lowest Unit Price: Price List

1c. Price List Pages 10-12

2. Maximum Order $1,000,000

3. Minimum Order $100

4. Geographic Coverage Domestic and Overseas

5. Point of Production DC Metropolitan Area and as required per task order

6. Discount from list prices or statement of net price

Net Prices

7. Quantity Discount N/A

8. Prompt Payment Terms Net 30 Days. [Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.]

9. Foreign Items None

10a. Time of Delivery Per Task Order

10b. Expedited Delivery N/A

10c. Overnight Delivery N/A

10d. Urgent Requirements As Negotiated

11. FOB Point Destination

12a. Ordering Address Contact Information on Cover Page

12b. Ordering Procedures For supplies and services, the ordering procedures information on Blanket Purchase Agreements (BPAs), are found in Federal Acquisition Regulation (FAR) 8.405-3

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 2

Customer Information (Contd.)

13.

Payment Address

Same as Company Address

14. Warranty Provision N/A

15. Export Packing Charges N/A

16. Terms and Conditions of Rental Maintenance and Repair

N/A

17. Terms and Conditions of Installation N/A

18a. Terms and Conditions of Repair Parts N/A

18b. Terms and Conditions of Other Services N/A

19. List of Service and Distribution Points N/A

20. List of Participating Dealers N/A

21. Preventive Maintenance N/A

22a. Special Attributes N/A

22b. Section 508 Compliance Information N/A

23. Unique Entity Identifier (UEI) number. MVM9BNL4BUU1

24. System for Award Management (SAM)

1ERK3

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 3

Company Profile Serving Federal Financial Managers since 1991

Deva & Associates, P.C. (D&A), a small business, has built a strong reputation for providing high quality, timely and cost-effective services, with a proven track record of superior performance. For over 20+ years and over 20+ Federal agencies at the cabinet, bureau, and component levels, the primary focus has been providing federal financial management services.

In addition, the combination of federal and top Fortune 500 companies’ experience of its key personnel provides Deva & Associates, P.C. with unique problem-solving skills, and the ability to develop innovative solutions to common and uncommon problems.

Big Firm Management and Technical Capabilities

D&A has substantial, direct and current experience as prime, in providing the types of services required under the GSA Schedule Contract.

Most key personnel have Big Four and/or other large accounting firm or entities experience at the partner or management levels, with significant relevant experience in servicing large federal agencies and commercial clients, including top Fortune 500 companies.

D&A’s project management methodology is similar to that of the Big Four accounting firms.

D&A has been commended many times by its federal agency clients for the high caliber of work and for the high quality of its deliverables, which have been considered as being among the best.

D&A has directly supported many years of clean audit opinions at several federal agencies, and was directly responsible for eliminating previously identified control weaknesses at those agencies.

Resolution Assistance and Oversight Expertise

During the global financial crisis starting early 2007, D&A assisted the Federal Deposit Insurance Corporation (FDIC), as a prime contractor, by providing resolution assistance for oversight, surveillance, and compliance monitoring of Purchase & Assumption Loss Share Agreements and other structured transactions.

During the Savings and Loan financial crisis in the early 1990s, D&A assisted the Resolution Trust Corporation (RTC) and FDIC, as a prime contractor, by providing resolution assistance, oversight/monitoring, and accountability of its resolution activities and receiverships, as well as contract close-outs. D&A received outstanding commendations for the high quality and timeliness of services provided. D&A has also assisted HUD/FHA and SBA in portfolio resolution, due diligence, and verification of loan-servicing records for asset sales. The expertise still remains within D&A as all key personnel responsible for these services are still with the Company.

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 4

Federal Financial Management Expertise

D&A’s primary corporate focus since 1991 is providing Federal financial management services, including accounting operations, audit readiness and remediation, internal controls, financial management operations, financial systems operations, financial reporting, and budget management operations. D&A is an experienced Federal contractor with an excellent reputation for providing high-quality, cost-effective Federal financial management solutions. On all prior Federal engagements, we have demonstrated the ability to support the Federal financial management process, including business process reengineering for more efficiency and effectiveness of internal controls, day-to-day operations, and data management and reporting. D&A has achieved positive results and has been successful in all previous efforts to innovate, design, and implement process improvements, including at NRC, TSA, USPTO, and various other Federal agencies. Our vast knowledge and experience in Federal accounting and Federal financial management, along with our financial statement audit experience enables us to bring the perspective of an auditor. With our auditors’ lens we understand the nature of auditors’ findings and can create and implement workable solutions that are consistent with the auditors’ expectations, particularly with regard to internal controls over financial reporting and management controls.

Service Philosophy

D&A’s service philosophy is to do whatever it takes to get the client’s job done. We put an emphasis on high quality, value-added services provided with professionalism, flexibility and responsiveness, and delivered in an efficient and effective manner. D&A is innovative and creative in its approach and outlook, and views itself as a problem solver.

Best Value Provider

D&A provides high quality services at reasonable and competitive rates. In delivery of services, D&A is better than most and second to none in quality, skills, and experience.

Management Commitment

As a corporate priority, we are committed to: assisting federal agencies in achieving their important mission goals; delivering innovative solutions; providing continual improvements in customer satisfaction;

introducing mechanisms for continual cost reductions; and implementing best business solutions and financial practices.

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 5

Company Capabilities/SINs

Following is an illustrative listing of our specific capabilities within the scope of the GSA Schedule Contract including Disaster Recovery Purchasing. We can assess, implement, support, and improve the following:

SIN 541219: Budget and Financial Management Services

Accounting Services

Accounting policies, procedures, and processes Internal controls/OMB Circular A-123 Accounting and financial operations support, preparation of monthly and quarterly financials Reconciliation support and analysis Contract/vendor reconciliations Recording, summarization, and classification of transactions Financial reporting and analysis Financial statements and footnotes preparation, including PAR highlights Financial statement audit support, audit readiness, assistance with auditor information requests Audit remediation, resolution of audit findings, accounting research, and corrective action plans Cost accounting/indirect cost allocation

Budget Services

Budget formulation and submission Budget execution and control Budget monitoring, review, and audit Budget trends, estimates, and projection methodologies Verification/validation of data elements Monthly and quarterly budget reports and reconciliations Compliance with budget appropriations and reporting requirements

Financial Management Services

Financial management system/process improvement/conversion initiatives Data reconciliation and validation Business case analysis Financial analysis and assessment Performance measures and indicators Organizational assessment, due diligence, and best practices evaluation Economic, benefit-cost, and cost-effectiveness analysis of alternative business approaches/decisions Activity-based cost analysis Fraud, waste, and abuse deterrence

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 6

SIN 541211: Auditing Services - Financial/Performance/Compliance

Audit of financial information Financial management oversight/review Grant/contract monitoring, accountability, and compliance Program results/program fraud audits Compliance with laws and regulations For FDIC, risk-based monitoring of Shared Loss Purchase & Assumption and Structured Transactions agreements including identification of financial, reputational and other risks and approach to addressing them; servicing/asset management and efforts for sale of distressed assets from failed institutions; loss share claims and recoveries; propriety of management fees incurred; accounting, reporting, financial, and internal and external auditing requirements and corrective actions to address deficiencies noted.

Contractor oversight and surveillance

For RTC and FDIC this included:

Performance, Financial and Compliance Reviews

• Asset Resolution: assets managed, maintained, marketed and disposed at fair value.

• Contractor Fees: computed, earned and billed in accordance with contract terms.

• Accountability: adequacy of internal control structure and management organization (resources and staff) to provide proper record keeping of assets and of monies collected from operating income or asset dispositions, disbursements for operating expenses, and remittances to Treasury.

• Compliance: with contractual and reporting obligations, agency requirements, and regulations.

Contractor Types Reviewed

• Asset Management and Disposition Contractors

• Property Managers

• Loan Servicers

• Delegated Underwriters

• Professional Services Providers (e.g., law firm billing reviews)

• Thrift Receiverships Contract Close-out Reviews

• Complete accountability of assets held, sold, and returned

• Complete accountability of monies collected, disbursed, and remitted to Treasury

SIN 522310: Financial Advising, Loan Serving and Asset Management Services

D&A and its key personnel have provided due diligence services to support the sales of billions of dollars of business and individual loan assets for numerous portfolios comprised of selected assets, as well as for the liquidation of all assets for several multi-billion dollar financial institutions. The asset types included the following:

• Loans Secured by Real Property

• Loans Secured by Chattel

• Other Secured Loans

• Unsecured Loans

• Real Estate Owned

• Personal Property

• Other Tangible Property

• Intangible Assets

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 7

SIN 522310: Financial Advising, Loan Serving and Asset Management Services (Contd.)

These services have been provided to the U.S. Department of Housing and Urban Development, Federal Housing Administration, U.S. Small Business Administration, Federal Deposit Insurance Corporation, Resolution Trust Corporation, several state housing authorities, and numerous other financial institutions.

Due diligence services also have been provided to support portfolio reengineering initiatives to restructure large, complex portfolios of loan assets to current market conditions.

The scope of services has included support ranging from assistance in selection of assets for sale through the management of the entire process, performance of due diligence procedures and analyses to the distribution of the assets to the winning bidders. Depending on the complexity of the portfolio, this process has included over 50 major tasks including scrubbing of asset files, rectification of file deficiencies through procurement of enhancement services, asset valuations, data organization and asset pooling, and verification of loan-servicing records. In doing so, we worked with the various functional areas internal to the organizations including contracting, program, controller, general counsel, asset management and servicing as well as external organizations including financial advisors, national loan servicers (for loan data downloads) and major Wall Street brokerage houses which solicited potential investors. We also hired, managed, directed, and oversighted the various other independent entities that are usually part of the due diligence process including:

National credit reporting organizations for borrower credit reports and credit scores.

Major brokers for price opinions, market analyses, drive-by and full MAI appraisals.

Engineering firms for site inspections, physical needs, and environmental assessments.

Title companies for title searches and title insurance.

Specialized firms for asset, bankruptcy, UCC, and other lien searches.

Technology firms for database engineering and maintenance (to enable us to create loan file information database); document imaging and provision of a network for on-site investor viewing of saleable assets; creating and hosting custom-developed website for use by agency staff, financial advisors, and our remote-site due diligence staff, as well as by investors using Internet access, FTP, VPN, and Point-to-Point lines; and digital technology to provide detailed information to investors through specialized programs on DVD, and other media.

Finally, we set up and maintained “war room” for potential investors and assisted in their review and evaluation of assets prior to their making bids.

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 8

SIN 541611: Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

We can provide expert advice and assistance in various areas including:

Change management Process and productivity improvement Performance measures and indicators Organizational assessments, program audits and evaluations Business case analysis and/or benefits/cost analysis of alternative business approaches Economic analysis of proposed business improvements Reengineering and improvement of selected business functions Activity-based cost analysis and assistance Process improvement studies and implementation Privatization projects for sale and liquidation of assets and obligations Business process improvement to enhance existing systems Business case analysis of cost effectiveness and benefits related to proposed process changes System improvement initiatives

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 9

Federal Clients

D&A is uniquely suited to provide financial management services to the federal sector. Since 1991, we have provided as prime, a broad range of financial management services to many federal agencies and governmental entities, including the following:

• Department of Commerce

• Patent and Trademark Office

• DOT/Federal Transit Administration

• Office of Personnel Management

• Department of Health & Human Services

• HUD/Federal Housing Administration

• Federal Housing Finance Agency

• ED/Office of Federal Student Aid

• Department of the Treasury o Office of Thrift Supervision o Bureau of Alcohol, Tobacco and Firearms

• Small Business Administration

• Department of Homeland Security

• Transportation Security Administration

• Immigration and Customs Enforcement

• Nuclear Regulatory Commission

• Securities and Exchange Commission

• Equal Employment Opportunities

Commission

• Farm Credit Administration

• U.S. Postal Service

• U.S. Trade and Development Agency

• Federal Deposit Insurance Corporation

• Resolution Trust Corporation

Other Clients

Prior experience of key personnel includes Fortune 500 corporations and others to whom services were provided:

• United Parcel Service

• Square D Company

• Kimberly Clark Corporation

• Litton Industries

• RCA Corporation

• Fireman’s Fund Insurance Companies

• Computer Sciences Corporation

• Sears, Roebuck and Company

• The Coca-Cola Company

• GEICO Insurance Companies

• LTV/E-Systems

• First Virginia Banks, Inc.

• Genuine Parts, Inc.

• Tropicana Products Corporation

• Pizza Hut, Inc.

• Lockheed Martin Corporation

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 10

Price List

Unit of Issue: Hour; Disaster Recovery Purchasing is accepted for all SINs.

Labor Category 05/22/2020 to

05/21/2021 (Year 6)

05/22/2021 to

05/21/2022 (Year 7)

05/22/2022 to

05/21/2023 (Year 8)

05/22/2023 to

05/21/2024 (Year 9)

05/22/2024 to

05/21/2025 (Year 10)

SIN 541219: Accounting Services Partner/Project Director $300.22 $306.22 $312.35 $318.59 $324.97 Senior Manager 188.71 192.48 196.33 200.26 204.26 Manager 160.83 164.04 167.32 170.67 174.08 Senior Accountant 124.36 126.84 129.38 131.97 134.61 Accountant 85.77 87.49 89.24 91.02 92.84 Accounting Technician 64.31 65.60 66.91 68.25 69.61

SIN 541219: Budget Services Project Director/Senior Consultant $296.20 $302.12 $308.17 $314.33 $320.62 Task Manager/Senior Systems Architect 225.84 230.35 234.96 239.66 244.45 Senior Econometrician 203.16 207.22 211.37 215.60 219.91 Senior Analyst/Manager 189.69 193.49 197.36 201.30 205.33 Senior Programmer 182.30 185.95 189.67 193.46 197.33 Principal Consultant 150.10 153.11 156.17 159.29 162.48 Junior Programmer 136.80 139.54 142.33 145.17 148.08 Junior Analyst/Consultant 119.09 121.47 123.90 126.38 128.91 Program Analyst 104.66 106.75 108.89 111.06 113.29 Technician 85.77 87.49 89.24 91.02 92.84

SIN 541219: Financial Management Services

Partner/Project Director $300.22 $306.22 $312.35 $318.59 $324.97 Senior Consultant 296.20 302.12 308.17 314.33 320.62 Senior Manager 235.90 240.61 245.43 250.34 255.34 Task Manager/Senior Systems Architect 225.84 230.35 234.96 239.66 244.45 Senior Econometrician 203.16 207.22 211.37 215.60 219.91 Senior Analyst/Manager 189.69 193.49 197.36 201.30 205.33 Senior Programmer 182.31 185.96 189.68 193.47 197.34 Principal Consultant 150.10 153.11 156.17 159.29 162.48 Junior Programmer 136.80 139.54 142.33 145.17 148.08 Junior Analyst/Consultant 119.09 121.47 123.90 126.38 128.91 Program Analyst 104.66 106.75 108.89 111.06 113.29 Technician 85.77 87.49 89.24 91.02 92.84

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 11 to

05/21/2021 (Year 6)

05/22/2021 to

05/21/2022 (Year 7)

05/22/2022 to

05/21/2023 (Year 8)

05/22/2023 to

05/21/2024 (Year 9)

05/22/2024 to

05/21/2025 (Year 10)

SIN 541211: Auditing Services – Financial/ Performance/ Compliance

Partner $275.21 $280.71 $286.33 $292.05 $297.89 Senior Manager 203.08 207.15 211.29 215.52 219.83 Manager 161.33 164.56 167.85 171.21 174.63 EDP Consultant 161.33 164.56 167.85 171.21 174.63 Senior Auditor 123.37 125.84 128.35 130.92 133.54 Junior Auditor 85.43 87.14 88.88 90.66 92.47 Audit Technician 64.54 65.83 67.15 68.49 69.86

SIN 522310: Financial Advising/Asset Management Services

Partner/Project Director $300.23 $306.23 $312.36 $318.61 $324.98 Senior Manager 235.91 240.62 245.44 250.35 255.35 Manager 182.25 185.89 189.61 193.40 197.27 Senior Consultant 150.10 153.11 156.17 159.29 162.48 Consultant 117.93 120.29 122.70 125.15 127.66 Program Analyst 85.77 87.49 89.24 91.02 92.84 Technician 64.31 65.60 66.91 68.25 69.61

SIN 522310: Loan Servicing / Due Diligence Services

Program Manager $274.20 $279.69 $285.28 $290.99 $296.81 Deputy Program Manager 251.97 257.01 262.15 267.39 272.74 Project Manager 207.51 211.66 215.89 220.21 224.61 Senior Professional 177.86 181.42 185.05 188.75 192.52 Intermediate Professional 120.42 122.83 125.29 127.79 130.35 Junior Professional 94.50 96.39 98.32 100.29 102.29 Clerical Assistant 59.29 60.47 61.68 62.92 64.17 Database Manager 218.62 222.99 227.45 232.00 236.64

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 12 to

05/21/2021 (Year 6)

05/22/2021 to

05/21/2022 (Year 7)

05/22/2022 to

05/21/2023 (Year 8)

05/22/2023 to

05/21/2024 (Year 9)

05/22/2024 to

05/21/2025 (Year 10)

SIN 541611: Management and Financial Consulting/Acquisition and Grants Management Support/Business Program and Project Management Services

Partner/Project Director $297.97 $303.93 $310.01 $316.21 $322.53 Senior Manager 252.50 257.55 262.70 267.96 273.32 Manager 192.89 196.75 200.68 204.70 208.79 Senior Consultant 157.93 161.09 164.32 167.60 170.95 Consultant 119.03 121.41 123.83 126.31 128.84 Program Analyst 91.33 93.16 95.02 96.92 98.86 Technician 74.65 76.14 77.67 79.22 80.80

Order-Level Materials (OLM)

As required.

OLMs are supplies and/or services acquired in direct support of an individual task or delivery order placed against a Schedule contract or BPA. OLM pricing is not established at the Schedule contract or BPA level, but at the order level. Since OLMs are identified and acquired at the order level, the ordering contracting officer (OCO) is responsible for making a fair and reasonable price determination for all OLMs. OLMs are procured under a special ordering procedure that simplifies the process for acquiring supplies and services necessary to support individual task or delivery orders placed against a Schedule contract or BPA. Using this new procedure, ancillary supplies and services not known at the time of the Schedule award may be included and priced at the order level.

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 13

Labor Category Description

SIN Labor Category Name Labor Category Description Education/Certifications Years of Experience

Accounting Services

541219 Partner/Project Director

Project Leader with overall project and contractual responsibility. Serves as liaison between the firm and the client. 5+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree in related disciplines 10

Senior Manager Overall operational and technical responsibility for maintaining project activity.

4+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree in related disciplines 7

Manager

Day to day operational and technical responsibility. Capable of implementing and monitoring the overall Project Plan. 2+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree in related disciplines 5

Senior Accountant

Responsible for project segments and supervision of accountants. Performs independent inquiry and prepares workpapers and supporting schedules to meet project objectives. 2+ years of relevant experience.

BS in Accounting or related disciplines 2

Accountant Executes task objectives and performs project tasks under supervision.

Documents work to project standards.

BS in Accounting or related disciplines 0

Accounting Technician Assists with project tasks under supervision. Executes specific procedures within the overall task objectives.

High School, GED or Associate Degree in Accounting, Business or related disciplines or 1 year of relevant experience 0

Budget Services

541219 Project Director/ Senior Consultant experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree in related disciplines 10

Task Manager/Senior Systems Architect

Day to day operational and technical responsibility. 3+ years of relevant managerial experience preferably in Federal environment.

BS in Accounting, Finance or advanced degree in related disciplines 7

Senior Econometrician

Responsible for making inferences from statistical and economic data, presenting prototype models and simulations to evaluate alternate models and assumptions.

Reviews the quality of the operational output and presents reports and briefings based on analysis. 5+ year experience in the field of statistics, economics, sampling or data analysis etc.

Advanced degree in Statistics or Economics or equivalent education/ experience 7

Senior Analyst/Manager

Day to day operational and technical responsibilities for executing project goals and drawing inferences from data analysis and research. 2+ years of relevant managerial experience preferably in the Federal environment.

BS in Accounting, Finance, Statistics or advanced degree in related technical disciplines 5

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 14

Experience

Senior Programmer

Responsible for handling project segments and assisting Project Director and Task Manager in executing task objectives. 2+ years of relevant experience preferably in Federal environment.

BS in Business, Finance or related technical disciplines or equivalent experience 5

Principal Consultant Responsible for assisting Task Manager on specific segments of Project. Capable of independent inquiry. 2+ years of relevant subject specific experience.

BS in Accounting, Finance, Statistics or Economics 2

Junior Programmer Responsible for project segments under supervision of Senior Staff.

BS in Business, Finance or related technical disciplines 2

Junior Analyst/Consultant

Executes task objectives and performs project tasks under supervision.

Documents work to project standards.

BS in Accounting or related disciplines 1

Program Analyst Performs project tasks under supervision. Executes specific procedures within the overall task objectives.

BS in Accounting or related disciplines 0

Technician Assists with project tasks under supervision. Executes specific procedures within the overall task objectives.

High School, GED or Associate Degree in Accounting or related disciplines or 1 year of relevant experience 0

Financial Management Services

541219 Partner/Project Director

Project Leader with overall project and contractual responsibility. Serves as liaison between the firm and the client. 5+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree in related disciplines 10

Senior Consultant Subject Matter Expert. 5+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or other advanced degree in related disciplines 8

Senior Manager Overall operational and technical responsibility for maintaining project activity.

4+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or other advanced degree in related disciplines 7

Task Manager/ Senior Systems Architect

Day to day operational and technical responsibility. 3+ years of relevant managerial experience preferably in Federal environment.

BS or other advanced degree in related technical disciplines 7

Senior Econometrician

Responsible for making inferences from statistical and economic data, presenting prototype models and simulations to evaluate alternate models and assumptions.

Reviews the quality of the operational output and presents reports and briefings based on analysis. 5+ year experience in the field of statistics, economics, sampling or data analysis etc.

Advanced degree in Statistics or Economics or equivalent education/ experience 7

Senior Analyst/Manager

Day to day operational and technical responsibility. Capable of implementing and monitoring the overall Project Plan. 2+ years of relevant managerial experience preferably in Federal environment.

BS in Accounting, Finance, Statistics or advanced degree in related technical disciplines 5

Senior Programmer

Responsible for handling project segments and assisting Project Director and Task Manager in executing task objectives. 2+ years of relevant experience preferably in Federal environment.

BS in Business, Finance or related technical disciplines or equivalent experience 5

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 15

Experience

Principal Consultant Responsible for assisting Task Manager on specific segments of Project. Capable of independent inquiry. 2+ years of relevant subject specific experience.

BS in Accounting, Finance, Statistics or Economics 2

Junior Programmer Responsible for project segments under supervision of Senior Staff.

BS in Business, Finance or related technical disciplines 2

Junior Analyst/Consultant

Executes task objectives and performs project tasks under supervision.

Documents work to project standards.

BS in Accounting or related disciplines 1

Program Analyst Performs project tasks under supervision. Executes specific procedures within the overall task objectives.

BS in Accounting or related disciplines 0

Technician Assists with project tasks under supervision. Executes specific procedures within the overall task objectives.

High School, GED or Associate Degree in Accounting or related disciplines or 1 year of relevant experience 0

Auditing Services - Financial/Performance/ Compliance

541211 Partner experience preferably in Federal environment. CGFM desirable. BS, CPA 10

Senior Manager

Overall operational and technical responsibility for maintaining project activity.

4+ years of relevant managerial experience preferably in Federal environment.

CGFM desirable. BS, CPA 7

Manager

Day to day operational and technical responsibility. Capable of implementing and monitoring the overall Audit Plan. 2+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or advanced degree and equivalent experience 5

EDP Consultant

Develops test plans for programs or systems and issues with existing systems, including research, filing support requests with vendors, and following up on results until problems are resolved. 1+ years of related experience in Federal environment.

BS in Business, Finance or related technical disciplines or equivalent experience 4

Senior Auditor

Responsibility for audit segments and supervision of auditors. Capable of independent inquiry. 2+ years of relevant audit experience preferably in Federal environment.

BS in Accounting or related disciplines 2

Junior Auditor Performs audit procedures under supervision.

BS in Accounting or related disciplines 0

Audit Technician Assists with audit procedures under supervision.

High School, GED or Associate Degree in Accounting or related disciplines or 1 year of relevant experience. 0

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 16

Experience

Financial Advising/Asset Management Services

522310 Partner/Project Director Project Leader with overall project and contractual responsibilities with over 8 years of financial services or industry experience.

BS/BA in Business or Finance 10

Senior Manager Strong project leadership skills with over 6 years of supervisory responsibilities in the asset management or financial services or related industry experience.

BS/BA in Business or Equivalent experience 8

Manager Strong leadership skills with over 4 years of asset management or related financial services or industry experience.

College degree or Equivalent experience 6

Senior Consultant Strong analytical skills and 3 years of asset management or financial services or related industry experience.

College degree or Equivalent experience 5

Consultant Over 1 year of asset management or financial services or related industry experience. Associate’s Degree 3

Program Analyst Strong analytical skills with at least 2 years of financial analyst and industry related experience.

Associate's Degree or Equivalent experience 3

Technician 1-2 years of general clerical experience in accounting or general office administration. High School 2

Loan Servicing / Due Diligence Services

522310 Program Manager

Project Leader with overall project and contractual responsibilities with over 8 years of financial services or industry experience.

BS/BA in Business or Finance 10

Deputy Program Manager

Strong Project Leadership skills with over 6 years of supervisory responsibilities in the financial services or related industry experience.

BS/BA in Business or Finance 8

Project Manager Strong Leadership skills with over 5 years of project supervisory responsibilities in the financial services or related industry experience.

BS/BA in Business or Finance 7

Senior Professional Strong Leadership skills with over 4 years of Due Diligence or financial services or related industry experience.

College Degree or Equivalent experience 5

Intermediate Professional

Over 3 years of Due Diligence or financial industry servicing or origination experience. Associate’s Degree 3

Junior Professional Over 1 year of Due Diligence or financial industry servicing or origination experience. Associate’s Degree 2

Clerical Assistant At least 1 year of general clerical experience with applicable computer skills. High School 1

Database Manager Over 5 years of extensive Database Development and Maintenance experience.

Applicable Technical Training 8

Authorized Federal Supply Schedule Price List – Effective May 22, 2020 | Schedule – Multiple Award Schedule 17

Experience

Management and Financial Consulting/ Acquisition and Grants Management Support/ Business Program and Project Management Services

541611 Partner/Project Director

Project Leader with overall project and contractual responsibility. Serves as liaison between the firm and the client. 5+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or other certification or advanced degree in related disciplines 10

Senior Manager Overall operational and technical responsibility for maintaining project activity.

4+ years of relevant managerial experience preferably in Federal environment.

BS, CPA or CGFM or other certification or advanced degree in related disciplines 7

Manager

Day to day operational and technical responsibility. Capable of implementing and monitoring the overall Project Plan. 2+ years of relevant managerial experience preferably in Federal environment.

BS in Accounting, Finance, Statistics or advanced degree in related technical disciplines 5

Senior Consultant Responsible for assisting Manager on specific segments of Project. Capable of independent inquiry. 2+ years of relevant subject specific experience.

BS in Accounting, Finance, Statistics or Economics or related disciplines 2

Consultant Executes task objectives and performs project tasks under supervision.

Documents work to project standards.

BS in Accounting or related disciplines 1

Program Analyst Performs project tasks under supervision. Executes specific procedures within the overall task objectives.

BS in Accounting or related disciplines 0

Technician Assists with project tasks under supervision. Executes specific procedures within the overall task objectives.

High School, GED or Associate Degree in Accounting or related disciplines or 1 year of relevant experience 0

Authorized Federal Supply Schedule Price List – Effective May 22, 2020| Schedule – Multiple Award Schedule 18

Service Contract Labor Standards

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS) is applicable to this contract as it applies to the entire Multiple Award Schedule and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CFR 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and / or when the contractor adds SCLS labor categories / employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.